点击蓝字，关注我们 今日上午港股 1. 锂业股延续近期反弹，截至发稿， 赣锋锂业(01772)涨6.99%，天齐锂业(09696)涨4.36% 。 消息面 上，上海有色网发布数据显示，3月24日，电池级碳酸锂、工业级碳酸锂均价分别为14.75万元/吨和 14.45万元/吨，价格均较前一日上涨1000元/吨。 2 . 海天味业(03288)涨超7%，截至发稿，涨7.62% 。消息面上，海天味业公布2025年业绩，营业收入 人民币288.73亿元，同比增加7.3%；其中调味品主营业务收入同比增长9.04%。毛利同比增加16.9%； 归母净利润同比增长10.95%；扣非归母净利润同比增长12.81%。 3 . 元光科技(02605)再涨超21%，本周累计涨幅接近50%。截至发稿，涨16.2% 。消息面上，元光科技 近日发布年度业绩，全年实现收入人民币2.06亿元，经调整净利润人民币4069万元，为连续第四个财 政年度录得经调整盈利。运营数据方面，旗舰产品"车来了"城市覆盖拓展至488个城市及乡镇，累计 用户突破3.34亿，月活超3031万，合作交通实体增至312家，四项核心指标均保持正增长。 4. 罕王黄金(037 ...

Key TakeawaysA US federal judge blocked the Trump administration's attempt to blacklist AI firm Anthropic, ruling that the government's "supply chain risk" designation appeared arbitrary and retaliatory.Reported airstrikes in the Iranian city of Qom have killed six people, according to the Fars News Agency, further escalating regional tensions despite a temporary pause in energy-sector strikes.The Indonesian stock market (IDX) fell 1.2% to 7,081 points, as investors reacted to the combined pressure of Middl ...

The stocks of Microsoft (MSFT 1.40%), Meta Platforms (META 8.00%), and Alphabet (GOOG 3.02%)(GOOGL 3.45%) are all taking a beating right now. As of this writing, Meta shares had plunged more than 8% on Thursday alone, while Alphabet and Microsoft are also sliding sharply. And this puts the stocks' total year-to-date returns at declines of 24% for Microsoft, 17% for Meta, and 10% for Alphabet.The sell-off likely reflects a continued broader market reevaluation of the massive capital expenditures required to ...

The Meta Platforms TradeThe NVDA TradeArk Invest reduced its position in NVIDIA by selling 154,441 shares across ARKF, ARKK, and ARKW, totaling approximately $26.6 million at a closing price of $171.24. TThis move aligns with concerns highlighted by Scott Galloway, who warned of potential overvaluation in AI-centric companies. The tech sector’s high expectations could lead to significant market corrections, according to the report.The AMD TradeArk Invest also sold 38,245 shares of  AMD through ARKK and ARKW ...

Thursday marked the biggest one-day decline for the Nasdaq and the S&P 500 since January 20. President Donald Trump said Iran must make a deal with the U.S. or face a continued onslaught, while warning that taking control of Iran's oil was an option. A senior Iranian official told Reuters the U.S. proposal for ending nearly four ‌weeks of fighting is "one-sided and ⁠unfair," while ⁠stressing that diplomacy had not ended. Stock futures pared losses slightly after the market closed when Trump said he was pau ...

刚刚，科技圈迎来一场足以重塑AI产业格局的技术爆发。谷歌Research在ICLR 2026与AISTATS 2026两 大顶会同步发布TurboQuant AI内存压缩技术，凭借32-bit转3-bit的无损压缩突破，直接将大模型KV缓存 需求压低至原先的1/6，推理速度同步跃升8倍。这一技术不仅破解了长期困扰AI发展的"内存墙"难题， 更将对DRAM、HBM等高算力硬件产业链引发连锁式重构，半导体行业的估值逻辑与发展路径，正迎 来颠覆性改写。 ︱TurboQuant核心黑科技：零损失压缩的双重组合拳 TurboQuant之所以能引发行业震动，核心在于其突破了传统量化技术的双重瓶颈——压缩效率与精度损 失，通过两步创新实现了AI推理效率的跨越式提升。 第一步是PolarQuant极坐标压缩。针对Transformer架构大模型推理中占内存开销大头的KV缓存，谷歌团 队创新性地采用向量随机旋转算法，将传统笛卡尔坐标系下的数值转化为极坐标形式（角度+半径）。 这一设计彻底消除了传统量化技术中归一化参数的额外存储开销，让数据压缩更彻底、更精准，为后续 的极致压缩奠定了基础。 第二步是QJL 1-bit误差校正。作 ...

Stocks fell sharply, and oil prices rose as doubt took over again from hope on Wall Street about a possible end to the war with Iran.The Dow Jones Industrial Average dropped 469 points, or 1 per cent, and the Nasdaq composite sank 2.4 per cent to fall more than 10 per cent below its all-time high set early this year. That’s a steep enough drop that professional investors have a name for it: a “correction”.Stock markets likewise tumbled across much of Asia and Europe. They’re the latest flip-flops for finan ...

【拼多多成立新公司 "新拼姆"】 3 月 25 日，拼多多集团正式宣布组建"新拼姆"，开启品牌自营， 继续重仓中国供应链。拼多多集团联席董事长兼联席 CEO 赵佳臻宣布下阶段集团战略，提出"力争 三年再造一个拼多多"。据介绍，"新拼姆"已在上海成立新的专项公司，一期已现金注资 150 亿元， 未来三年计划总计投入 1000 亿元真金白银，整合"拼多多 +Temu "的供应链资源，开启搭建自营品 牌模式，重 点面向全球市场。（证券时报） 【林俊旸离职后首发长文】 3月26日，在本月初离职，广受科技圈关注的原阿里千问技术负责人林俊 旸在社交账号发布了一篇名为From "Reasoning" Thinking to "Agentic" Thinking（从"推理式思 维"到"智能体思维"）的文章。 完整早报音频，请点击标题下方小耳机收听 【知情人士：月之暗面考虑赴港 IPO 】 据知情人士透露，月之暗面正初步考虑在香港进行首次公开 募股。上述消息人士表示，该公司已与中金公司、高盛集团就上市合作事宜展开磋商。他们称，此次 潜在 IPO 的具体时间仍未确定。消息人士称，月之暗面的相关筹划仍在推进，最终也可能不推进 IP ...

消息面上，在美股收盘后不久，美国总统特朗普宣布："应伊朗政府请求，特此声明：我将把针对（伊朗）能源设施的打 击再推迟10天，至美国东部时间2026年4月 6日晚8点。" 隔夜美股全线重挫 美东时间3月26日，美股三大指数全线重挫，截至收盘，标普500指数大跌1.74%，纳指大跌2.38%，录得2月28日美以伊开战后的最大单日跌幅；道指跌1.01%。 隔夜美股市场，三大指数全线大跌，纳指大跌超2%，创2025年11月20日以来的最大单日跌幅，大型科技股普跌，芯片股集体重挫。欧洲主要指数亦全线收跌，欧洲 斯托克50指数、德国DAX30指数跌超1.5%。国际油价大幅走高，WTI原油期货大幅收涨超4% ，布伦特原油期货大涨超5%。 不过，北京时间3月27日亚太早盘， 美股期指走高， 三大期指集体反弹超0.3％ 。 国际贵金属走高，现货黄金涨0.51%，报4400.09美元/盎司； 现货白银升至69 美元/盎司，日内上涨1.56%。 此外，国际油价 早盘 下挫，WTI原油跌1.00%，报93.531美元/桶。 美股大型科技股集体大跌，Meta暴跌近8%，台积电ADR大跌超6%，英伟达大跌超4%，谷歌A、特斯拉大跌超3% ...

Key TakeawaysPresident Trump claims a total "military victory" over Iran, granting Tehran a 10-day extension to negotiate over the Strait of Hormuz while warning that the U.S. knows the location of remaining leaders.AI startup Anthropic is reportedly preparing for a Q4 IPO that could raise over $60 billion, marking one of the largest public debuts in tech history.American Airlines (AAL) is in talks with SpaceX Starlink and Amazon (AMZN) to overhaul its in-flight internet and is considering the reinstatement ...